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Disclosery

Wrenne Financial Planning LLC: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wrenne Financial Planning LLC on SLYV, newest first. How the timeline and the estimate are built.

Wrenne Financial Planning LLC held 211,985 SLYV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 211,985 shares
    Change vs previous 13F +9,021 shares

    7.81% of the 13F portfolio, value $23,129,633.

    13F-HR 0001172661-26-002804 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 202,964 shares
    Change vs previous 13F +6,618 shares

    7.53% of the 13F portfolio, value $19,196,297.

    13F-HR 0001172661-26-002011 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 196,346 shares
    Change vs previous 13F +8,858 shares

    7.27% of the 13F portfolio, value $17,861,645.

    13F-HR 0001172661-26-000586 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 187,488 shares
    Change vs previous 13F +6,213 shares

    7.11% of the 13F portfolio, value $16,620,833.

    13F-HR 0001172661-25-004684 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,275 shares
    Change vs previous 13F -10,523 shares

    6.76% of the 13F portfolio, value $14,458,533.

    13F-HR 0001172661-25-003118 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 191,798 shares
    Change vs previous 13F +15,042 shares

    7.99% of the 13F portfolio, value $15,037,005.

    13F-HR 0001172661-25-001738 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 176,756 shares
    Change vs previous 13F +11,903 shares

    8.77% of the 13F portfolio, value $15,421,921.

    13F-HR 0001172661-25-000629 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 164,853 shares
    Change vs previous 13F not available

    8.53% of the 13F portfolio, value $14,312,540.

    13F-HR 0001172661-24-004540 filed by Wrenne Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).